Oregon Blockchain Group

Had such a great time at @consensus2025 with @TheBAFNetwork! Thank you so much @Cameron_Dennis_ and @deadlyisabelle for this opportunity! #BAF #Consensus

Pitch Spotlight: @pendle_fi This pitch spotlight covers the $PENDLE report presented by Jeremy Mitaux, Finn Kierstead, and Salem Alfassam. Pendle is a yield tokenization protocol on Ethereum that splits yield-bearing assets into Principal Tokens (PT) and Yield Tokens (YT), allowing users to trade fixed versus variable yield, a utility with no direct competitor in the DeFi space. The pitch also introduced Boros, Pendle's newest product targeting funding rate speculation and interest rate swap trading, with an addressable market estimated at 10x the size of V2. The core thesis acknowledged Pendle's dominant >80% market share in yield derivatives while surfacing critical headwinds: its explosive 2025 TVL growth was largely driven by recursive Ethena USDe carry trades, mercenary capital that evaporated once yield spreads compressed and the October 10th liquidation event hit. Daily active users have since fallen 98.97% from peak, and Boros revenue currently flows away from $PENDLE buybacks until product-market fit is established. The group ultimately recommended selling the December 2025 position and rotating into Solana, viewing SOL as a more resilient, broad-based L1 bet with diversified demand drivers better suited to the current sideways market environment. Big shoutout to Jeremy, Finn, and Salem for a great pitch!

RSVP: luma.com/uqknomr3?tk=tC…

Oregon Blockchain Group is proud to support this year's official @EthereumDenver 2026 Student Mixer! ETHDenver moves fast. This is your chance to slow down. Students from everywhere, all in one room. 📅 Friday, Feb 20th | 5:00-8:00pm 📍 BUIDLHUB Judging Area Not a student? Come anyway. The talent in this room speaks for itself. - The Student Revolution @BoilerChain @cublockchain_ @collegedao_hub @college_xyz @Gemini @standwithcrypto

Sector Update: Prediction Markets This sector analysis examines the rise of blockchain-based prediction markets, focusing on platforms like Polymarket and Kalshi as emerging financial infrastructure for real-time forecasting. Unlike traditional polling or gambling models, these markets turn probabilities into tradable assets, aggregating decentralized information into market-driven “truth signals” that increasingly influence media, finance, and public decision-making. The core thesis argues that prediction markets represent a structurally powerful but imperfect evolution in global forecasting. While they demonstrate superior price discovery, liquidity growth, and institutional adoption, the analysis highlights material risks including insider trading, oracle failures, regulatory ambiguity, and market design inefficiencies. The conclusion is cautiously constructive: prediction markets are likely to become embedded into mainstream financial and information systems, but long-term winners will be determined by regulatory navigation, technological robustness, and the ability to balance decentralization with institutional trust. Shoutout to @jacobcordova22, Jennifer, @Chasneed_ and Braydon for their work on this sector update!

Pitch Spotlight: @RaveDAO This pitch spotlight covers the RaveDAO ($RAVE) report presented by Mateusz Palusinski, Xander Millard, and Justin Schroeder. RaveDAO is a Web3 entertainment protocol built around crypto-native live music events. Unlike most consumer crypto projects, RaveDAO proved real demand through ticketed, revenue-generating events before launching a token, using blockchain as a coordination, governance, and participation layer rather than a speculative product. The core thesis highlights RaveDAO’s strength as a culture-first, real-world protocol with genuine cash flow and community traction, while also emphasizing key risks. Although $RAVE captures value through governance, staking, and access for organizers and participants, the lack of a clear 2026 event roadmap, upcoming token unlocks, and broader market weakness created uncertainty around near-term upside. As a result, the group issued a No Buy recommendation, prioritizing capital discipline over speculative exposure despite strong long-term narrative appeal. Big shoutout to @MateuszPalusin2, Xander and Justin for their pitch!

Fantastic article from our Venture Capital team!

Oregon students flocking to @oregonblock @college_xyz coded

Pitch Spotlight: Sell Bundle This pitch spotlight focuses on the Sell Bundle Pitch from @jenlb04 and @Chasneed_ , outlining a defensive portfolio strategy in response to ongoing bear market conditions. The pitch focused on reducing exposure to underperforming and speculative AI and DePIN assets, specifically Spectre and Bittensor subnets SN56 and SN64, while partially trimming Pendle and Chainlink to free up liquidity. The core thesis centered on capital preservation and flexibility, arguing that despite strong long-term fundamentals in some of these protocols, current market structure, weak altcoin liquidity, and sustained drawdowns make consolidation into Ethereum the more disciplined move. By reallocating back into ETH, the fund positions itself to better withstand volatility and stay ready to deploy capital when market conditions improve.  Big shout to Jennifer and Charlie for delivering the first pitch of the term!

Our applications for Winter Term are OPEN! Apps close January 21st @ Midnight

@ttu_waa gg @ttu_waa

gameday for Texas Tech @oregonblock who’s taking it home

WEEK 8 We started this meeting off with a Macro Update from VC Director Jennifer Barnett and Research Analyst Julian Krozel on Bitcoin, price predictions for Bitcoin with upcoming holidays, recent integration with CashApp, and factors affecting the price of Bitcoin. We then heard a pitch from VC Director Jeremy Mitaux and VC Analyst Justin Schroeder on Chainlink, a decentralized oracle network that pipes real-world data into smart contracts so blockchains can actually interact with external systems. We ended the meeting with a Professional Development session, where management helped members with their resumes, cover letters, LinkedIn and more! #Blockchain #Crypto #VentureCapital #UOregon #LundquistCollegeOfBusiness #StartupEcosystem #CryptoNews #Web3 #Finance #DormDAO

The @SharkPoolSol student leaderboard has been a great competition for colleges across the country! Check out the rankings here: pool.sharklabs.sh

WEEK 6 This past week’s meeting was an informational one, with an exciting pitch as well! We started off with OBG Alumni and former director of VC Jordan Brewer speaking on his job at Runa Digital Assets, his career after college, and how OBG helped him in his career. Then we heard a macro update from VC Director Jeremy Mitaux and VC Analyst Evan Thompson, going over the crazy BTC price fluctuations, the effects of data centers on small communities, President Trump’s recent Asia tour, the growth of AI and where it could go in the future, and the recent NYC Mayoral race & government shutdown. We then heard an excited pitch from VC Analysts Jacob Cordova and Xander Milliard on Subnets 56, 62, and 64 (Gradients, Ridges, Chutes) of the Bittensor Protocol. Ridges is a reasoning-focused subnet that scores and refines high-quality model outputs, Gradients is a training subnet where miners submit gradient updates used to optimize models, & Chutes is a market-making subnet that generates real-time crypto price signals from decentralized quotes. Always great to hear from an alumni like Jordan and an interesting pitch! #Blockchain #Crypto #VentureCapital #UOregon #LundquistCollegeOfBusiness #StartupEcosystem #CryptoNews #Web3 #Finance #DormDAO

WEEK 5 Our Week 5 meeting was eventful as always, exciting to see all our members demonstrate their knowledge! We started off with a Macro Update from VC Director Jennifer Barnett and Director of Operations Justin Schroeder, who gave us an update on our current portfolio performance, a look at our recent investment in Hyperliquid, recent global adoptions of stablecoins in foreign governments, Binance CEO Changpeng Zhao (CZ)’s pardoning, the government shutdown, and European views on the United States current economy. Afterwards, members participated in an “Explain it like I’m 5” activity, where groups had to explain a complicated Web3 topic in easy words, showcasing expertise as well as having a bit of fun with it! Always great to see all our members both new and old collaborating together to further each’s knowledge and experiences! #Blockchain #Crypto #VentureCapital #UOregon #LundquistCollegeOfBusiness #StartupEcosystem #CryptoNews #Web3 #Finance #DormDAO

Solana just rang the closing bell @NYSE. We’re still open. 🫡

WEEK 4 This week was an exciting one! To kick it off we heard from VC Director Jeremy Mitaux, Senior VC Analyst Jacob Cordova and Director of Communications Shantam Tyagi as they delivered our weekly Macro Update, highlighting our portfolio’s performance, recent funding ventures, the recent governmental pushes for crypto integration and recent market fluctuations and the AWS outage. We then heard a little bit from our new members! We are so excited to bring on our newest class and help them thrive in the Web3 space. We then ended with a pitch from VC Analysts Evan Thompson and Mateusz Palusinski on Hyperliquid, a decentralized perpetual futures exchange offering high-speed, low-fee trading directly on-chain without intermediaries. #Blockchain #Crypto #VentureCapital #UOregon #LundquistCollegeOfBusiness #StartupEcosystem #CryptoNews #Web3 #Finance #DormDAO

@college_xyz @solana We had a great time!!! Thanks @solana

Yesterday, 30 campuses around the world hosted @Solana events -- from California to Switzerland to India. Over 1,000 students onboarded. This is what a global activation looks like 🌍 Just take a look in the comments 👇

Solana x University of Oregon — powered by @college_xyz Come learn about Solana, set up your first wallet, meet other students in crypto, and snag some free food + free SOL 💰🌮 📍 Lillis 285 🕡 6:30–7:30 PM RSVP here: luma.com/byo6z39r #SolanaAcrossCampuses | @solana

Thank you to @sharklabs_sh and @SharkPoolSol! Stoked to be apart of this movement!